account_balance
Investment manager · 13F filer · SEC CIK 1502149
Transamerica Financial Advisors, LLC
Reported value$1.24Bas of Sep 30, 2026
Positions2,214 213 new, 180 sold out
Top 10 weight22.2%VV alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Index FDS
5.0%Trimmed −9%
NVDANVIDIA Corp
3.1%
QQQInvesco QQQ Tr
2.4%Added +1480%
VEAVanguard Tax-Managed FDS
1.9%Added +2%
BNDVanguard Bd Index FDS
1.9%Trimmed −9%
AVGOBroadcom Inc.
1.7%
AAPLApple Inc.
1.7%Added +92%
APHAmphenol Corp
1.6%Added +770%
GOOGLAlphabet Inc.
1.5%Added +25%
MSFTMicrosoft Corp
1.5%Trimmed −10%
VOVanguard Index FDS
1.4%Trimmed −10%
SCHXSchwab Strategic Tr
1.4%Trimmed −10%
VVVanguard Index FDS
5.0%Trimmed −9%
NVDANVIDIA Corp
3.1%
QQQInvesco QQQ Tr
2.4%+1480%
VEAVanguard Tax-Managed FDS
1.9%+2%
BNDVanguard Bd Index FDS
1.9%−9%
AVGOBroadcom Inc.
1.7%
AAPLApple Inc.
1.7%
APHAmphenol Corp
1.6%
GOOGLAlphabet Inc.
1.5%
MSFT1.5%VO1.4%
SCHX1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VV Vanguard Index FDS 5.0% Trimmed −9%
NVDA NVIDIA Corp 3.1% HeldQQQ Invesco QQQ Tr 2.4% Added +1480%
VEA Vanguard Tax-Managed FDS 1.9% Added +2%
BND Vanguard Bd Index FDS 1.9% Trimmed −9%
AVGO Broadcom Inc. 1.7% HeldAAPL Apple Inc. 1.7% Added +92%APH Amphenol Corp 1.6% Added +770%GOOGL Alphabet Inc. 1.5% Added +25%MSFT Microsoft Corp 1.5% Trimmed −10%VO Vanguard Index FDS 1.4% Trimmed −10%
SCHX Schwab Strategic Tr 1.4% Trimmed −10%
What changed
Biggest moves since Jun 30, 2026
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